-49.1%
MSTR vs MCHP
+14.7%
-63.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MCHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.5% | -0.1% | -6.4% | -6.5% |
| 7D | -11.5% | -4.3% | -7.2% | -10.4% |
| 30D | -24.8% | -16.3% | -8.5% | -20.1% |
| 3M | +20.6% | -21.4% | +42.0% | +30.3% |
| 6M | -38.0% | -35.8% | -2.2% | -30.2% |
| YTD | -24.7% | -0.9% | -23.8% | -27.2% |
| 1Y | -49.1% | +14.5% | -63.6% | -54.7% |
| All | -49.1% | +14.7% | -63.8% | -54.7% |
Cumulative growth
Daily Returns
Daily percentage return beside MCHP.
Daily Out/Under-Performance
Portfolio return minus MCHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MCHP return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded MCHP wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling